Institutional Ownership Sofi Social 50 ETF (SFYF)
This table provides information about the institutional ownership of Sofi Social 50 ETF (SFYF). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 79,889 shares, which have been reported (via 13F filing form) to have a value of $3.58 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
39,826
shares
|
$1.78 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,100
shares
|
$764,370
0.0% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,221
shares
|
$501,578
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,841
shares
|
$484,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
677
shares
|
$30,261
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$8,940
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,117
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|